Adding action items to a minutes document
You can add action items to highlight specific responsibilities, tasks, and areas for review. Assign action items to attendees or other users, then add a due date, and send reminders. This topic describes how to add action items.
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To add an action item, open your minutes document, then select Add action.
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Enter a description in the Action item field. This appears in the minutes document.
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To assign the action item, enter a user's name in the Assignee(s) field. A search among users in the current workroom occurs as you type. Select a user from the list of results.
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To manually add an assignee, enter their first and last name in the Assignee(s) field. You can enter multiple names and separate them with a comma.
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You can add a due date in the Due date field. To select a date from the calendar, select the calendar icon, from which you can select a date.
Note
The Assignee(s) and Due date fields are optional.
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To add the action item to the end of a different section, select Section, then select from the menu.
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You can create a new section at the end of the minutes document, and then add an action item to that section. To begin, select Add new selection.
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To save your action item and add it to the minutes document, select Add. The action item appears (in green) at the end of the section where you added it.
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To edit an action item, right-click the name, then select Edit action. You can edit any property except the Section name.
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To complete an action item, select the checkbox next to the action.
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To move an action item within the current section, select and hold the Move icon, then drag the action item to a new location.
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To delete an action item, right-click it, and then select Delete action from the list that appears.
Note
You can also delete an action item from the Edit Action window.
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To view a list of every action item in the minutes document, select the Actions icon, then select "View All Actions" from the menu.
